智通财经APP获悉，里昂发布研报称，在当前高利率环境及住宅单位库存水平仍然较高的情况下，发展商倾向以低价策略去货，因此对新鸿基地产(00016) 给予“跑输大市”评级，目标价70.5港元；首选股为太古地产(01972)及领展房产基金(00823) ，均予“跑赢大市”评级，目标价分别为18港元及45港元。
据悉，香港特首李家超昨日(16日)发布2024年施政报告，宣布一系列促进经济措施。里昂称，对于放宽按揭成数及吸引人才措施表示欢迎，相信可刺激投资需求，但认为措施对楼市的影响可能有限，因为今年2月楼市全面撤辣只带来短暂的提振作用，考虑到租金回报率仍低于实际按息及美国国债收益率，相信投资者未会选择回流到楼市当中。
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